Financial Resource Management, Inc. Since 1985
Our Mission Statement
To strive for excellence in personal client services, creative financial planning strategies,
and wealth and risk management implementation
A Brief History of Financial Resource Management, Inc.
Since 1985, when Greg Hicks became a financial planner, he pursued his business with zeal. Within a few months of starting, Greg received his Securities Series 7 license. After branching off to start his own business, Financial Resource Management Inc., Greg started the Financial Fair Seminar in 1987 with the cooperation of WPTF radio in Raleigh. Popular from the beginning, the seminar was expanded to the Triad area (his hometown in Greensboro) with WSJS radio and Morehead City with WTKF. The business has grown dramatically ever since. Greg became licensed along the way in Real Estate and Life, Health and Long Term Care Insurance. In 1989, he received the Certified Financial Planner (CFP) designation. In 1996, Greg added a second financial planner, Wanda Cooper, from First Union Bank management. Financial Planner Emily Renfrow Guthrie opened the Morehead City office in 2001, with the weekly Financial Fair Radio Show, co-hosted by Greg Hicks. Today there are weekly shows in Raleigh and Morehead City on WDOX and WTKF. Now with nine employees, the firm manages over $180 million for over 900 clients in 17 states. Also, the firm manages 25 small business retirement plans in North Carolina. Offices are located in Raleigh, Greensboro, and Morehead City. Greg had co-authored two books including The Truth About Lies, Navigating the Dangers of Deception and It's Your Money, It's Your Future, Don't Blow It! with financial planner, Wanda Cooper. |
Financial Resource Management's Special Areas of Focus
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Wealth Management
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Investment Strategies
(Stocks, Bonds, Mutual Funds, ETF Funds and REIT'S) -
Estate Planning
(Wills, Trusts and Tax Reduction Strategies) -
Money Managers
(Stocks, Bonds and Mutual Funds) - Fee only -
Retirement Planning
(Cash Flow Projections, Social Security, Rollovers and Pension Planning) -
Education Plans
(529 Plans, Coverdell IRA's and Custodial Accounts) -
Insurance
(Life, Health, Disability, and Long Term Care) -
Tax Savings Strategies
(For Income Tax, Capital Gains Tax, Estate Tax and 1031 Real Estate Exchanges) -
IRA Rollovers (Traditional and Roth)
(401(k), Pension and 403(b)) -
Retirement Plans for small/medium businesses
(Solo 401(k), SEP IRA, Profit Sharing and 401(k)) -
Mortgages & Refinances
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Real Estate
(Taxation, 1031 Exchanges, 2nd Home Strategies, Investment Property )